DealCloud Integration

1. Bi-directional data flow & Object mapping

Anduin offers seamless DealCloud integration to automate core CRM workflows for Fund Managers. With DealCloud cards installed, data can be exchanged effortlessly.

• Onboarding made easy: DealCloud requires external systems to poll objects for data, with customizable polling frequency. While not real-time, the DealCloud data prefills subscription forms, saving time. You can consolidate information in a dedicated object or use existing ones (e.g., Account, Opportunity).
• Automated data sync: Completed subscriptions trigger automated data transfers to DealCloud. Similarly, you can create a dedicated object or use existing ones. To avoid overwriting production data, we recommend using a dedicated object.

2. Workflows

Onboarding made easy - Create Anduin subscription using DealCloud data

Anduin leverages the DealCloud Publication API call to read into DealCloud object and trigger the order creation flow. The detailed steps are as follows:

1. Authentication: Anduin authenticates with DealCloud using the access token.
2. API Call: Anduin reads into the specified DealCloud object to decide the trigger initialization.
3. Data Retrieval: Anduin retrieves the relevant DealCloud record to populate data for the order creation.
4. Order Creation: Anduin creates an order in the target Fund environment:
   • Optional: Pre-fill the order with data from the DealCloud record.
   • Optional: Invite the investor to Anduin to complete the order.

Detailed Workflow

1. Initiation: Anduin read into the specified DealCloud and decide the trigger is fired.
2. Authentication Process: Anduin authenticates with DealCloud using the access token to establish a secure connection.
3. API Invocation: Anduin makes an API call to trigger the order creation flow.
4. Data Mapping: Anduin retrieves the DealCloud record specified in the API call to populate the order with relevant data.
5. Order Creation in Anduin:
   • Pre-fill Data (Optional): The order can be pre-filled with data from the DealCloud record, streamlining the process.
   • Investor Invitation (Optional): An invitation can be sent to the investor to complete the order on Anduin.

Use Cases

• Automatic Order Creation: Automatically create an order and invite investors to Anduin when an Opportunity or Fundraise Process is registered in DealCloud.
• Data Transfer: Push data from a Salesforce record to create an order on Anduin without requiring investor invitation (offline order creation).
• Pre-filled Orders: Utilize data stored in DealCloud records to pre-fill orders on Anduin, reducing manual data entry and enhancing accuracy.

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For detailed instructions on configuration, please visit our configuration guide.

Automated data sync - Sync data from Anduin to DealCloud

When an order on Anduin FundSub reaches a specific state, such as “Submitted” or “Distributed,” the sync investor data flow is triggered. The detailed steps are as follows:

• Authentication: Anduin authenticates with DealCloud using the access token.
• Data Sync: Anduin creates or updates the corresponding record in DealCloud with the latest submitted data from investors.

Detailed Workflow

1. Order State Change: An order on Anduin FundSub reaches a predefined state (e.g., “Submitted” or “Distributed”).
2. Authentication Process: Anduin authenticates with DealCloud using the access token to establish a secure connection.
3. Data Retrieval: Anduin retrieves the latest investor data associated with the order.
4. Record Creation/Update: Anduin either creates a new record or updates an existing record in DealCloud with the retrieved investor data.

Use Cases

• Data Backup: Automatically backup investor data in DealCloud, ensuring a reliable and up-to-date copy is maintained.
• Record Updates: Keep DealCloud records (e.g., contact information, wire information) current by updating them with the latest information from completed orders in Anduin.

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For detailed instructions on configuration, please visit our configuration guide.